Lee Financial’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-245
| Closed | -$21.4K | – | 642 |
|
|
2023
Q4 | $21.4K | Hold |
245
| – | – | ﹤0.01% | 314 |
|
|
2023
Q3 | $16.4K | Hold |
245
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $13.9K | Hold |
245
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $13.5K | Hold |
245
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $18K | Hold |
245
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $20K | Hold |
245
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $18K | Hold |
245
| – | – | ﹤0.01% | 352 |
|
|
2022
Q1 | $23K | Hold |
245
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $23K | Sell |
245
-5
| -2% | -$469 | ﹤0.01% | 350 |
|
|
2021
Q3 | $24K | Hold |
250
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 314 |
|
|
2021
Q1 | $22K | Hold |
250
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $10K | Buy |
250
+40
| +19% | +$1.6K | ﹤0.01% | 372 |
|
|
2020
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $13K | Hold |
210
| – | – | ﹤0.01% | 310 |
|
|
2019
Q3 | $12K | Hold |
210
| – | – | ﹤0.01% | 318 |
|
|
2019
Q2 | $12K | Hold |
210
| – | – | ﹤0.01% | 327 |
|
|
2019
Q1 | $11K | Hold |
210
| – | – | ﹤0.01% | 328 |
|
|
2018
Q4 | $10K | Buy |
210
+60
| +40% | +$2.86K | ﹤0.01% | 287 |
|
|
2018
Q3 | $9K | Buy |
150
+35
| +30% | +$2.1K | ﹤0.01% | 349 |
|
|
2018
Q2 | $7K | Hold |
115
| – | – | ﹤0.01% | 570 |
|
|
2018
Q1 | $7K | Hold |
115
| – | – | ﹤0.01% | 573 |
|
|
2017
Q4 | $8K | Hold |
115
| – | – | ﹤0.01% | 383 |
|
|
2017
Q3 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 377 |
|